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Investec - FTSE 100 Defensive Income Plan

Potential for Up to 7.60% pa

"High income even if the FTSE falls..."

ONE plan, TWO options. This popular income plan from Investec offers:

  • Up to 7.60% income: unless the FTSE falls 20% or more
  • Up to 5.75% income: unless the FTSE falls 40% or more
  • Tax free income: if held in an ISA, ISA transfers accepted
  • Non ISA also available: invest from £3,000 to £1m
  • Conditional capital protection: your initial capital returned in full unless the FTSE falls by more than 40%.

The Plan is available for 2017/18 Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

  • Maximum direct investment - £1,000,000
  • Investment deadline for ISA transfer applications: 13 October 2017
  • Investment deadline for direct and 2017/18 ISA applications: 3 November 2017

*Capital At Risk Investment. Full plan details are provided in brochure pack.

If you’re looking for high income, then the ability to receive 7.60% per year even if the FTSE falls almost 20%, could be appealing.

Oliver Roylance-Smith
Head of Savings & Investments

Request a brochure by email & post

If you're interested in the Investec - FTSE 100 Defensive Income Plan plan, then submit your details below and we can send you a free brochure via email and post.

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Latest News

Income ISA offers up to 7.60% pa paid quarterly

9th October 2017

Inflation reached as high as 2.9% in August as reported by the Office for National Statistics (ONS). As a result, many individuals are looking for ways to receive more income to combat the effect of rising inflation. 

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